iSHARES TRUST - SOXX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,878,095 | 1,486,847 | 0.72% | 0.53% | 1 | +681,755 | 56.99% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,408,810 | 1,120,339 | 0.13% | 0.11% | 2 | +504,172 | 17.36% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,115,278 | 1,023,867 | 0.07% | 0.06% | 3 | +538,125 | 20.88% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,752,067 | 904,494 | 0.12% | 0.06% | 4 | +1,463,667 | 113.6% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,724,588 | 895,463 | 0.1% | 0.08% | 5 | +546,035 | 25.06% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,234,319 | 734,331 | 0.04% | 0.04% | 6 | -134,289 | -5.67% | Q1 2026 | May 15, 2026 |
| Finepoint Capital LP | History | New | 1,469,968 | 483,119 | 24.74% | — | 7 | +1,469,968 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 1,190,692 | 391,332 | 0.06% | 0.09% | 8 | -595,593 | -33.34% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 1,078,141 | 354,341 | 0.09% | 0.09% | 9 | +36,358 | 3.49% | Q1 2026 | May 06, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 851,229 | 279,766 | 0.49% | 0.2% | 10 | +399,612 | 88.48% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 746,397 | 245,310 | 0.05% | 0.05% | 11 | -217,266 | -22.55% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 675,100 | 221,878 | 0.04% | 0.06% | 12 | -605,905 | -47.3% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 590,000 | 193,909 | 0.31% | 0.59% | 13 | -590,000 | -50.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 566,893 | 186,315 | 0.08% | 0.05% | 14 | +222,624 | 64.67% | Q1 2026 | May 11, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | Added to | 512,500 | 168,438 | 5.75% | 3.28% | 15 | +281,000 | 121.38% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 458,454 | 150,675 | 0.06% | 0.0% | 16 | +418,323 | 1042.39% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 433,384 | 142,437 | 0.02% | 0.02% | 17 | +85,469 | 24.57% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Added to | 425,183 | 139,740 | 0.11% | 0.01% | 18 | +369,013 | 656.96% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 416,193 | 136,786 | 1.69% | 1.6% | 19 | +10,086 | 2.48% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 407,179 | 133,823 | 0.24% | 0.22% | 20 | +9,523 | 2.39% | Q1 2026 | May 14, 2026 |
| Noked Israel Ltd | History | New | 349,070 | 114,725 | 16.95% | — | 21 | +349,070 | New | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 322,500 | 105,992 | 0.06% | — | 22 | +322,500 | New | Q1 2026 | May 15, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | Added to | 310,700 | 102,114 | 0.17% | 0.09% | 23 | +118,100 | 61.32% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 306,800 | 100,832 | 1.66% | 0.72% | 24 | +150,040 | 95.71% | Q1 2026 | May 11, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 301,410 | 99,061 | 3.21% | 2.86% | 25 | +3,262 | 1.09% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 289,889 | 95,274 | 0.03% | 0.03% | 26 | -11,811 | -3.91% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 288,223 | 94,727 | 0.02% | 0.03% | 27 | -115,985 | -28.69% | Q1 2026 | May 14, 2026 |
| LMR Partners LLP | History | Reduced | 273,000 | 89,724 | 0.2% | 0.19% | 28 | -54,932 | -16.75% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 261,121 | 85,858 | 0.13% | 0.1% | 29 | +34,737 | 15.34% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Added to | 232,576 | 76,438 | 1.25% | 0.02% | 30 | +228,469 | 5562.92% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 230,814 | 75,859 | 0.11% | 0.1% | 31 | -9,875 | -4.1% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 229,211 | 75,377 | 0.02% | 0.02% | 32 | -18,974 | -7.65% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 206,941 | 68,013 | 1.38% | 0.07% | 33 | +194,458 | 1557.78% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 206,136 | 67,748 | 0.04% | 0.04% | 34 | -11,441 | -5.26% | Q1 2026 | May 07, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 201,536 | 66,237 | 2.01% | 1.37% | 35 | +45,105 | 28.83% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 181,101 | 59,520 | 0.06% | 0.06% | 36 | +11,947 | 7.06% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 182,779 | 59,125 | 0.03% | 0.03% | 37 | +27,516 | 17.72% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 178,588 | 58,694 | 0.85% | 0.77% | 38 | -1,249 | -0.69% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 187,881 | 58,204 | 0.0% | 0.0% | 39 | -64,371 | -25.52% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 173,514 | 57,027 | 0.05% | 0.03% | 40 | +55,712 | 47.29% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 173,014 | 56,863 | 0.15% | 0.17% | 41 | -37,341 | -17.75% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 168,220 | 55,287 | 0.15% | 0.11% | 42 | +17,207 | 11.39% | Q1 2026 | May 04, 2026 |
| Y.D. More Investments Ltd | History | Added to | 158,996 | 52,240 | 2.05% | 0.05% | 43 | +155,277 | 4175.24% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 154,192 | 50,676 | 0.01% | 0.01% | 44 | +10,964 | 7.65% | Q1 2026 | May 04, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 151,791 | 49,887 | 3.74% | 3.57% | 45 | +1,779 | 1.19% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 145,424 | 47,794 | 1.84% | 1.71% | 46 | +410 | 0.28% | Q1 2026 | Apr 28, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 134,580 | 44,231 | 1.19% | 0.03% | 47 | +130,662 | 3334.92% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 133,860 | 44,010 | 1.4% | 1.53% | 48 | -11,283 | -7.77% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 128,535 | 42,244 | 0.01% | 0.03% | 49 | +92,920 | 260.9% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 126,240 | 41,487 | 0.06% | 0.05% | 50 | -793 | -0.62% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 118,520 | 38,960 | 0.04% | 0.04% | 51 | +2,919 | 2.53% | Q1 2026 | May 05, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 121,364 | 38,606 | 0.27% | 0.13% | 52 | +61,646 | 103.23% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 117,444 | 38,599 | 2.09% | 1.95% | 53 | -162 | -0.14% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 116,273 | 38,214 | 0.03% | 0.03% | 54 | -39,820 | -25.51% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 112,497 | 36,973 | 0.29% | 0.03% | 55 | +103,435 | 1141.41% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 116,200 | 35,997 | 0.03% | — | 56 | +116,200 | New | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 101,272 | 33,284 | 0.09% | 0.08% | 57 | +186 | 0.18% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 99,532 | 32,712 | 0.05% | 0.05% | 58 | -17,721 | -15.11% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | Added to | 97,514 | 32,048 | 0.38% | 0.04% | 59 | +85,945 | 742.89% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 97,200 | 31,946 | 0.03% | 0.03% | 60 | -11,480 | -10.56% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 95,861 | 31,505 | 0.04% | 0.03% | 61 | +9,392 | 10.86% | Q1 2026 | Apr 27, 2026 |
| Jump Financial, LLC | History | Added to | 91,388 | 30,035 | 0.4% | 0.0% | 62 | +90,407 | 9215.8% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 89,000 | 29,250 | 0.38% | — | 63 | +89,000 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 88,166 | 28,976 | 0.03% | 0.03% | 64 | +9,354 | 11.87% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | Added to | 84,607 | 27,806 | 7.65% | 7.37% | 65 | +7,065 | 9.11% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 83,156 | 27,330 | 0.03% | 0.01% | 66 | +54,958 | 194.9% | Q1 2026 | Apr 16, 2026 |
| Yarbrough Capital, LLC | History | No change | 82,383 | 27,075 | 0.95% | 0.77% | 67 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | New | 80,851 | 26,572 | 0.16% | — | 68 | +80,851 | New | Q1 2026 | May 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 79,788 | 26,223 | 0.07% | 0.09% | 69 | -65,712 | -45.16% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 78,477 | 25,792 | 0.16% | 0.01% | 70 | +72,000 | 1111.63% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 77,891 | 25,578 | 0.03% | 0.02% | 71 | +9,513 | 13.91% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 71,091 | 23,364 | 0.28% | 0.3% | 72 | +24 | 0.03% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 70,211 | 23,071 | 0.04% | 0.0% | 73 | +62,280 | 785.27% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 67,357 | 22,137 | 2.11% | 1.94% | 74 | +2,898 | 4.5% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 64,611 | 21,858 | 0.06% | 0.13% | 75 | -4,175 | -6.07% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 66,209 | 21,760 | 0.29% | 0.32% | 76 | -8,357 | -11.21% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 65,179 | 21,421 | 0.06% | 0.04% | 77 | -280 | -0.43% | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 59,899 | 19,752 | 3.49% | — | 78 | +59,899 | New | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 57,515 | 19,532 | 0.04% | 0.02% | 79 | +13,255 | 29.95% | Q1 2026 | Apr 08, 2026 |
| United Asset Strategies, Inc. | History | Added to | 58,924 | 19,365 | 1.54% | 1.37% | 80 | +113 | 0.19% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Added to | 55,026 | 18,084 | 0.09% | 0.09% | 81 | +41 | 0.07% | Q1 2026 | May 11, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 54,255 | 17,831 | 14.21% | 12.94% | 82 | -117 | -0.22% | Q1 2026 | Apr 16, 2026 |
| BANK HAPOALIM BM | History | Reduced | 54,208 | 17,816 | 2.73% | 1.46% | 83 | -1,688 | -3.02% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 53,633 | 17,127 | 0.11% | 0.07% | 84 | +21,514 | 66.98% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 50,050 | 16,449 | 0.06% | 0.07% | 85 | -5,168 | -9.36% | Q1 2026 | Apr 30, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 50,011 | 16,436 | 4.25% | 3.04% | 86 | +10,654 | 27.07% | Q1 2026 | Apr 08, 2026 |
| Financial Partners Group, Inc | History | Reduced | 48,463 | 15,927 | 1.91% | 1.94% | 87 | -8 | -0.02% | Q1 2026 | Apr 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 48,342 | 15,888 | 0.03% | 0.03% | 88 | +8,184 | 20.38% | Q1 2026 | May 05, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 56,968 | 15,320 | 0.03% | 0.03% | 89 | +28,484 | 100.0% | Q1 2026 | May 12, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 46,414 | 15,254 | 1.6% | 1.68% | 90 | -4,446 | -8.74% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 46,186 | 15,179 | 1.21% | 1.0% | 91 | +3,568 | 8.37% | Q1 2026 | May 14, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 45,978 | 15,111 | 6.03% | 5.57% | 92 | -56 | -0.12% | Q1 2026 | May 11, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | New | 44,200 | 14,526 | 0.75% | — | 93 | +44,200 | New | Q1 2026 | May 15, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 43,273 | 14,222 | 9.17% | 8.85% | 94 | -5,286 | -10.89% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | New | 42,419 | 13,941 | 0.02% | — | 95 | +42,419 | New | Q1 2026 | May 15, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 42,000 | 13,803 | 4.21% | 4.08% | 96 | +60 | 0.14% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 39,715 | 13,053 | 0.03% | 0.03% | 97 | +1,891 | 5.0% | Q1 2026 | Apr 22, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 39,615 | 13,019 | 0.02% | — | 98 | +39,615 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 39,219 | 12,889 | 0.06% | 0.05% | 99 | +2,009 | 5.4% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 39,209 | 12,888 | 0.21% | 0.02% | 100 | +34,786 | 786.48% | Q1 2026 | Apr 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 39,152 | 12,867 | 1.0% | 1.69% | 101 | -33,879 | -46.39% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 39,098 | 12,849 | 1.76% | 1.72% | 102 | -1,918 | -4.68% | Q1 2026 | Apr 23, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 39,005 | 12,819 | 0.07% | — | 103 | +39,005 | New | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 38,554 | 12,671 | 1.39% | 1.3% | 104 | -1,050 | -2.65% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 36,252 | 11,914 | 0.06% | 0.07% | 105 | -4,659 | -11.39% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 35,873 | 11,790 | 0.39% | 0.35% | 106 | -194 | -0.54% | Q1 2026 | May 15, 2026 |
| Gray Foundation | History | No change | 34,371 | 11,296 | 2.85% | 2.6% | 107 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 34,116 | 11,212 | 0.01% | 0.02% | 108 | -24,093 | -41.39% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 33,812 | 11,112 | 0.88% | 0.21% | 109 | +24,285 | 254.91% | Q1 2026 | Apr 17, 2026 |
| Geremia Financial Services, LLC | History | Reduced | 32,958 | 10,831 | 8.82% | 8.21% | 110 | -85 | -0.26% | Q1 2026 | Apr 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 32,692 | 10,744 | 0.54% | 0.5% | 111 | -892 | -2.66% | Q1 2026 | May 07, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 32,033 | 10,527 | 5.89% | — | 112 | +32,033 | New | Q1 2026 | Apr 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 31,915 | 10,489 | 0.24% | 0.17% | 113 | +6,547 | 25.81% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 31,884 | 10,478 | 0.18% | 0.13% | 114 | +15,562 | 95.34% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 31,701 | 10,418 | 0.01% | 0.01% | 115 | +110 | 0.35% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 31,389 | 10,316 | 0.13% | 0.12% | 116 | -228 | -0.72% | Q1 2026 | Apr 20, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 31,072 | 10,212 | 3.07% | 3.13% | 117 | -3,273 | -9.53% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 30,228 | 9,934 | 0.01% | 0.01% | 118 | +9,485 | 45.73% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 28,959 | 9,517 | 0.82% | 0.52% | 119 | +16,903 | 140.2% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 28,733 | 9,443 | 0.33% | 0.32% | 120 | -1,363 | -4.53% | Q1 2026 | May 06, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 30,154 | 9,341 | 0.55% | 0.48% | 121 | +405 | 1.36% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 28,374 | 9,325 | 0.03% | 0.02% | 122 | +90 | 0.32% | Q1 2026 | May 08, 2026 |
| FULTON BANK, N.A. | History | Added to | 28,252 | 9,285 | 0.33% | 0.29% | 123 | +168 | 0.6% | Q1 2026 | Apr 24, 2026 |
| Independent Advisor Alliance | History | New | 28,144 | 9,249 | 0.1% | — | 124 | +28,144 | New | Q1 2026 | May 12, 2026 |
| SPINNAKER TRUST | History | Added to | 27,903 | 9,170 | 0.51% | 0.44% | 125 | +317 | 1.15% | Q1 2026 | Apr 23, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 27,850 | 9,153 | 3.04% | 3.06% | 126 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 26,881 | 8,834 | 6.23% | 5.66% | 127 | +506 | 1.92% | Q1 2026 | Apr 17, 2026 |
| CMH Wealth Management LLC | History | Reduced | 26,361 | 8,663 | 1.49% | 1.75% | 128 | -838 | -3.08% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Added to | 26,185 | 8,605 | 0.29% | 0.12% | 129 | +14,639 | 126.79% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 25,700 | 8,446 | 0.05% | 0.05% | 130 | -2,057 | -7.41% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 24,942 | 8,197 | 2.86% | 2.98% | 131 | -2,370 | -8.68% | Q1 2026 | Apr 21, 2026 |
| 111 Capital | History | New | 24,935 | 8,195 | 2.02% | — | 132 | +24,935 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 24,904 | 8,185 | 0.42% | 0.4% | 133 | +226 | 0.92% | Q1 2026 | Apr 17, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 26,280 | 8,141 | 0.33% | 0.06% | 134 | +22,880 | 672.94% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 24,754 | 8,135 | 0.04% | 0.04% | 135 | +787 | 3.28% | Q1 2026 | May 05, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 23,695 | 7,787 | 2.3% | 2.15% | 136 | -370 | -1.54% | Q1 2026 | Apr 02, 2026 |
| SIG BROKERAGE, LP | History | Added to | 23,433 | 7,701 | 0.2% | 0.01% | 137 | +22,700 | 3096.86% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 23,150 | 7,608 | 0.01% | 0.0% | 138 | +1,394 | 6.41% | Q1 2026 | May 12, 2026 |
| Goldstream Capital Management Ltd | History | New | 23,100 | 7,592 | 6.3% | — | 139 | +23,100 | New | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 23,067 | 7,581 | 2.83% | 2.55% | 140 | -317 | -1.36% | Q1 2026 | May 18, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 23,046 | 7,574 | 1.14% | 0.93% | 141 | +1,866 | 8.81% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 22,541 | 7,408 | 0.15% | 0.12% | 142 | +4,375 | 24.08% | Q1 2026 | Apr 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 22,353 | 7,346 | 0.0% | 0.0% | 143 | +19,693 | 740.34% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 22,161 | 7,283 | 0.0% | 0.0% | 144 | +1,650 | 8.04% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 16,089 | 7,239 | 0.13% | — | 145 | +16,089 | New | Q1 2026 | May 01, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 21,987 | 7,226 | 2.43% | 2.17% | 146 | -247 | -1.11% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Reduced | 21,979 | 7,223 | 0.35% | 0.34% | 147 | -1,379 | -5.9% | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 21,967 | 7,219 | 0.23% | 0.22% | 148 | -435 | -1.94% | Q1 2026 | Apr 08, 2026 |
| Hudson Bay Capital Management LP | History | New | 21,626 | 7,107 | 0.02% | — | 149 | +21,626 | New | Q1 2026 | May 13, 2026 |
| Well Done, LLC | History | Added to | 21,529 | 7,075 | 1.04% | 0.05% | 150 | +20,446 | 1887.9% | Q1 2026 | Apr 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 21,518 | 7,072 | 0.01% | 0.01% | 151 | +3,809 | 21.51% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 21,198 | 6,966 | 0.01% | 0.01% | 153 | -610 | -2.8% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 21,196 | 6,966 | 0.05% | 0.06% | 152 | -446 | -2.06% | Q1 2026 | Apr 07, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 20,803 | 6,837 | 0.42% | 0.4% | 154 | -203 | -0.97% | Q1 2026 | May 05, 2026 |
| Alphadyne Asset Management LP | History | New | 20,000 | 6,573 | 0.11% | — | 155 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Maniro Ltd | History | New | 19,746 | 6,489 | 1.97% | — | 156 | +19,746 | New | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 19,420 | 6,382 | 0.19% | 0.13% | 157 | +6,093 | 45.72% | Q1 2026 | May 05, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 19,042 | 6,263 | 0.44% | 0.94% | 158 | -22,225 | -53.86% | Q1 2026 | Apr 24, 2026 |
| Avondale Wealth Management | History | Reduced | 18,723 | 6,153 | 3.02% | 5.56% | 159 | -17,200 | -47.88% | Q1 2026 | Apr 14, 2026 |
| Adams Wealth Management | History | Reduced | 18,281 | 6,004 | 1.32% | 1.21% | 160 | -487 | -2.59% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 18,281 | 6,004 | 1.16% | 1.05% | 161 | -487 | -2.59% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,029 | 5,925 | 0.03% | 0.03% | 162 | +3,498 | 24.07% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 17,671 | 5,807 | 0.48% | 0.42% | 163 | +457 | 2.65% | Q1 2026 | May 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 17,559 | 5,771 | 0.13% | 0.04% | 164 | +14,940 | 570.45% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 17,510 | 5,754 | 0.33% | 0.32% | 165 | -337 | -1.89% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 17,433 | 5,729 | 0.02% | 0.02% | 166 | -7,201 | -29.23% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 17,196 | 5,651 | 0.01% | 0.01% | 167 | -7,804 | -31.22% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 16,753 | 5,505 | 3.26% | 3.92% | 168 | -1,120 | -6.27% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 16,686 | 5,484 | 0.07% | 0.15% | 169 | -18,510 | -52.59% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 16,525 | 5,435 | 0.05% | 0.05% | 170 | +1,016 | 6.55% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 16,379 | 5,383 | 1.24% | 1.25% | 171 | -688 | -4.03% | Q1 2026 | May 08, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 16,342 | 5,370 | 0.85% | 0.9% | 172 | -1,859 | -10.21% | Q1 2026 | May 07, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 16,311 | 5,360 | 0.91% | 0.82% | 173 | +387 | 2.43% | Q1 2026 | May 13, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 16,145 | 5,306 | 2.24% | 2.21% | 174 | -959 | -5.61% | Q1 2026 | Apr 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 16,049 | 5,279 | 0.03% | 0.03% | 175 | -1,867 | -10.42% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Reduced | 15,874 | 5,217 | 0.2% | 0.18% | 176 | -265 | -1.64% | Q1 2026 | May 07, 2026 |
| Midwest Financial Group LLC | History | Added to | 15,750 | 5,176 | 2.21% | 2.07% | 177 | +217 | 1.4% | Q1 2026 | Apr 22, 2026 |
| Family Legacy, Inc. | History | Reduced | 15,588 | 5,123 | 1.54% | 1.62% | 178 | -2,401 | -13.35% | Q1 2026 | May 12, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 15,329 | 5,038 | 0.19% | 0.23% | 179 | -6,329 | -29.22% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,275 | 5,020 | 0.19% | 0.18% | 180 | -736 | -4.6% | Q1 2026 | Apr 20, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 15,263 | 5,016 | 1.94% | 1.62% | 181 | +4,097 | 36.69% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,222 | 4,999 | 0.01% | 0.12% | 182 | -204,614 | -93.08% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,060 | 4,949 | 0.01% | 0.01% | 183 | +2,590 | 20.77% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,054 | 4,947 | 0.05% | 0.05% | 184 | -509 | -3.27% | Q1 2026 | Apr 20, 2026 |
| Walleye Capital LLC | History | New | 15,021 | 4,936 | 0.02% | — | 185 | +15,021 | New | Q1 2026 | May 13, 2026 |
| Sharper & Granite LLC | History | Added to | 14,925 | 4,905 | 1.68% | 1.49% | 186 | +905 | 6.46% | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,464 | 4,883 | 0.13% | 0.14% | 187 | -1,647 | -14.82% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 14,478 | 4,758 | 0.02% | 0.02% | 188 | -556 | -3.7% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,447 | 4,748 | 0.04% | 0.03% | 189 | +1,534 | 11.88% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,296 | 4,698 | 0.05% | 0.05% | 190 | +450 | 3.25% | Q1 2026 | Apr 28, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 14,162 | 4,654 | 0.42% | 0.07% | 191 | +11,607 | 454.29% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,155 | 4,652 | 0.07% | 0.07% | 192 | +2,885 | 25.6% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,026 | 4,609 | 0.01% | 0.01% | 193 | -1,577 | -10.11% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 11,344 | 4,605 | 0.15% | 0.13% | 194 | +485 | 4.47% | Q1 2026 | Apr 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 14,011 | 4,604 | 0.37% | 0.32% | 196 | +151 | 1.09% | Q1 2026 | May 13, 2026 |
| Destination Wealth Management | History | No change | 14,299 | 4,604 | 0.12% | 0.11% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KKM Financial LLC | History | No change | 15,278 | 4,600 | 0.82% | 0.82% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 13,996 | 4,599 | 0.48% | — | 198 | +13,996 | New | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | No change | 13,969 | 4,591 | 0.22% | 0.2% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 13,940 | 4,582 | 0.14% | 0.06% | 200 | +7,359 | 111.82% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 13,842 | 4,549 | 1.64% | 1.5% | 201 | -299 | -2.11% | Q1 2026 | May 04, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 13,812 | 4,539 | 1.12% | 2.55% | 202 | -13,894 | -50.15% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 13,789 | 4,532 | 0.27% | 0.25% | 203 | -577 | -4.02% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 13,733 | 4,513 | 0.0% | 0.0% | 204 | +1,205 | 9.62% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 13,600 | 4,469 | 0.04% | 0.08% | 205 | -15,957 | -53.99% | Q1 2026 | May 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 13,518 | 4,442 | 0.25% | 0.23% | 206 | -258 | -1.87% | Q1 2026 | Apr 30, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 13,360 | 4,390 | 1.08% | 0.81% | 207 | +2,513 | 23.17% | Q1 2026 | Apr 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,338 | 4,383 | 0.0% | 0.0% | 208 | +1,727 | 14.87% | Q1 2026 | May 08, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 13,323 | 4,378 | 1.54% | 1.97% | 209 | -3,752 | -21.97% | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 13,256 | 4,356 | 0.26% | 0.24% | 210 | +34 | 0.26% | Q1 2026 | May 12, 2026 |
| EWA, LLC | History | Reduced | 13,243 | 4,352 | 0.99% | 1.11% | 211 | -1,827 | -12.12% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,187 | 4,334 | 0.08% | 0.07% | 212 | +875 | 7.11% | Q1 2026 | Apr 14, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 13,093 | 4,303 | 2.26% | — | 213 | +13,093 | New | Q1 2026 | Apr 10, 2026 |
| One Capital Management, LLC | History | Added to | 12,985 | 4,267 | 0.12% | 0.12% | 214 | +329 | 2.6% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,526 | 4,240 | 0.04% | 0.05% | 215 | -2,918 | -18.89% | Q1 2026 | Apr 07, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 12,846 | 4,221 | 0.23% | 0.2% | 216 | +1,782 | 16.11% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 12,490 | 4,104 | 0.0% | 0.0% | 217 | -2,870 | -18.68% | Q1 2026 | May 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 12,475 | 4,099 | 0.3% | 0.27% | 218 | -4 | -0.03% | Q1 2026 | Apr 23, 2026 |
| 360 Financial, Inc. | History | Reduced | 12,250 | 4,026 | 1.21% | 1.14% | 219 | -280 | -2.23% | Q1 2026 | May 07, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 11,882 | 3,905 | 0.47% | 0.54% | 220 | -2,238 | -15.85% | Q1 2026 | Apr 24, 2026 |
| Magnus Financial Group LLC | History | Reduced | 11,721 | 3,852 | 0.31% | 0.27% | 221 | -107 | -0.9% | Q1 2026 | Apr 10, 2026 |
| Summit Financial, LLC | History | Added to | 11,707 | 3,847 | 0.05% | 0.04% | 222 | +1,602 | 15.85% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,612 | 3,816 | 0.0% | 0.0% | 223 | +6,184 | 113.93% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 11,458 | 3,765 | 0.24% | 0.2% | 224 | +1,281 | 12.59% | Q1 2026 | May 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 11,309 | 3,716 | 0.38% | 0.34% | 225 | +8 | 0.07% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 11,219 | 3,687 | 1.27% | 1.1% | 226 | -47 | -0.42% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,116 | 3,653 | 0.05% | 0.05% | 227 | -1,414 | -11.28% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,900 | 3,582 | 0.01% | — | 228 | +10,900 | New | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Reduced | 10,897 | 3,581 | 0.04% | 0.04% | 229 | -670 | -5.79% | Q1 2026 | May 05, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 10,860 | 3,569 | 1.05% | 0.65% | 230 | +6,360 | 141.33% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Added to | 10,855 | 3,567 | 0.03% | 0.02% | 231 | +425 | 4.07% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Reduced | 10,844 | 3,563 | 0.17% | 0.16% | 232 | -615 | -5.37% | Q1 2026 | Apr 27, 2026 |
| Vision Retirement, LLC | History | Added to | 10,747 | 3,532 | 1.0% | 0.81% | 233 | +663 | 6.57% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,656 | 3,502 | 0.03% | 0.02% | 234 | +1,077 | 11.24% | Q1 2026 | May 01, 2026 |
| Cavalier Investments, LLC | History | New | 10,637 | 3,495 | 0.09% | — | 235 | +10,637 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 10,553 | 3,468 | 0.12% | — | 236 | +10,553 | New | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 10,344 | 3,399 | 0.19% | 0.4% | 237 | -11,959 | -53.62% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,255 | 3,370 | 0.12% | 0.11% | 238 | -687 | -6.28% | Q1 2026 | Apr 14, 2026 |
| Grandview Asset Management LLC | History | Added to | 10,026 | 3,361 | 0.98% | 0.58% | 239 | +3,054 | 43.8% | Q1 2026 | May 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 10,226 | 3,360 | 0.56% | 0.52% | 240 | +26 | 0.25% | Q1 2026 | Apr 21, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 10,178 | 3,345 | 0.01% | 0.01% | 241 | +190 | 1.9% | Q1 2026 | May 13, 2026 |
| Maxele Advisors, LLC | History | No change | 11,006 | 3,314 | 2.69% | 2.69% | 242 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,046 | 3,301 | 0.21% | 0.19% | 243 | +183 | 1.86% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 10,913 | 3,286 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Osbon Capital Management LLC | History | No change | 9,875 | 3,245 | 2.65% | 2.78% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Added to | 9,841 | 3,234 | 0.54% | 0.47% | 246 | +459 | 4.89% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,691 | 3,185 | 0.05% | 0.05% | 247 | -392 | -3.89% | Q1 2026 | Apr 22, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 9,581 | 3,149 | 0.14% | 0.13% | 248 | +304 | 3.28% | Q1 2026 | May 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 9,339 | 3,069 | 0.12% | 0.1% | 250 | -979 | -9.49% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,338 | 3,069 | 0.02% | 0.02% | 249 | +4 | 0.04% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,328 | 3,065 | 0.01% | 0.01% | 251 | +77 | 0.83% | Q1 2026 | Apr 24, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 9,324 | 3,064 | 0.05% | 0.04% | 252 | +2,903 | 45.21% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,257 | 3,042 | 0.07% | 0.04% | 253 | +2,651 | 40.13% | Q1 2026 | May 01, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 9,249 | 3,039 | 1.99% | 1.63% | 254 | +898 | 10.75% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,023 | 2,965 | 0.07% | 0.05% | 255 | +2,876 | 46.79% | Q1 2026 | Apr 07, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 8,929 | 2,934 | 0.25% | 0.22% | 256 | -285 | -3.09% | Q1 2026 | May 11, 2026 |
| Tudor Financial Inc. | History | Added to | 8,771 | 2,882 | 1.47% | 0.52% | 257 | +5,400 | 160.19% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 8,500 | 2,793 | 0.02% | 0.01% | 258 | +4,199 | 97.63% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,267 | 2,716 | 0.03% | 0.03% | 259 | +1 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,180 | 2,688 | 0.07% | 0.03% | 260 | +4,899 | 149.31% | Q1 2026 | May 14, 2026 |
| Truxt Investmentos Ltda. | History | New | 8,172 | 2,685 | 1.72% | — | 261 | +8,172 | New | Q1 2026 | May 05, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 8,094 | 2,660 | 0.96% | 0.96% | 262 | -599 | -6.89% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 8,071 | 2,652 | 0.01% | 0.0% | 263 | +2,273 | 39.2% | Q1 2026 | May 14, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 8,021 | 2,636 | 0.75% | 0.64% | 264 | +280 | 3.62% | Q1 2026 | Apr 28, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 7,828 | 2,572 | 0.36% | 0.32% | 265 | +110 | 1.43% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,747 | 2,546 | 0.01% | 0.01% | 266 | +2,091 | 36.97% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,582 | 2,545 | 0.14% | 0.13% | 267 | -1,602 | -17.44% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,705 | 2,532 | 0.16% | 0.11% | 268 | +2,356 | 44.05% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,654 | 2,515 | 0.14% | 0.13% | 269 | -213 | -2.71% | Q1 2026 | Apr 24, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 7,649 | 2,514 | 0.03% | 0.03% | 270 | -54 | -0.7% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 7,638 | 2,510 | 0.0% | — | 271 | +7,638 | New | Q1 2026 | May 13, 2026 |
| Concentrum Wealth Management | History | Reduced | 7,633 | 2,508 | 0.74% | 0.71% | 272 | -868 | -10.21% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,604 | 2,499 | 0.01% | 0.01% | 273 | +873 | 12.97% | Q1 2026 | May 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 7,589 | 2,494 | 1.09% | 1.04% | 274 | -49 | -0.64% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,352 | 2,488 | 0.04% | 0.04% | 275 | -145 | -1.93% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,535 | 2,476 | 0.0% | 0.0% | 276 | +917 | 13.86% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,525 | 2,473 | 0.01% | 0.01% | 277 | +360 | 5.02% | Q1 2026 | May 13, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 7,518 | 2,470 | 1.29% | 1.37% | 278 | -1,568 | -17.26% | Q1 2026 | Apr 30, 2026 |
| Mirabaud & Cie SA | History | No change | 7,500 | 2,464 | 1.0% | 0.73% | 279 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 7,438 | 2,444 | 0.95% | 0.7% | 280 | +1,477 | 24.78% | Q1 2026 | Apr 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 7,422 | 2,439 | 0.31% | — | 281 | +7,422 | New | Q1 2026 | May 18, 2026 |
| Quantbot Technologies LP | History | Reduced | 7,411 | 2,435 | 0.1% | 0.1% | 282 | -2,114 | -22.19% | Q1 2026 | May 13, 2026 |
| Intellectus Partners, LLC | History | Reduced | 7,383 | 2,426 | 0.5% | 0.45% | 283 | -400 | -5.14% | Q1 2026 | Apr 10, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 7,340 | 2,412 | 0.22% | 0.22% | 284 | -249 | -3.28% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,296 | 2,397 | 0.11% | 0.06% | 285 | +2,988 | 69.36% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 7,248 | 2,381 | 0.07% | 0.06% | 286 | +569 | 8.52% | Q1 2026 | Apr 09, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,223 | 2,373 | 0.87% | 0.8% | 287 | -135 | -1.83% | Q1 2026 | May 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,126 | 2,365 | 0.19% | 0.14% | 288 | +368 | 7.73% | Q1 2026 | May 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 7,106 | 2,335 | 0.27% | 0.22% | 289 | +890 | 14.32% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,053 | 2,318 | 0.0% | 0.0% | 290 | +5 | 0.07% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 6,907 | 2,270 | 1.57% | 1.3% | 291 | +394 | 6.05% | Q1 2026 | Apr 07, 2026 |
| HRT FINANCIAL LP | History | Added to | 6,896 | 2,266 | 0.01% | 0.0% | 292 | +4,558 | 194.95% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 6,852 | 2,251 | 0.0% | 0.0% | 293 | -109 | -1.57% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 6,791 | 2,231 | 0.03% | 0.02% | 294 | +129 | 1.94% | Q1 2026 | May 08, 2026 |
| High Point Wealth Management, LLC | History | Added to | 6,772 | 2,225 | 2.15% | 1.4% | 295 | +1,832 | 37.09% | Q1 2026 | Apr 08, 2026 |
| Keystone Financial Group | History | Added to | 6,747 | 2,217 | 0.15% | 0.12% | 296 | +1,310 | 24.09% | Q1 2026 | May 13, 2026 |
| Gold Investment Management Ltd. | History | Added to | 6,734 | 2,213 | 0.69% | 0.63% | 297 | +208 | 3.19% | Q1 2026 | Apr 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 6,471 | 2,126 | 1.03% | 0.86% | 298 | +514 | 8.63% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,454 | 2,121 | 0.05% | 0.03% | 299 | +2,322 | 56.2% | Q1 2026 | May 11, 2026 |
| Dedeker Financial LLC | History | Added to | 6,415 | 2,108 | 1.84% | 1.59% | 300 | +533 | 9.06% | Q1 2026 | Apr 15, 2026 |